@BMTheEquityDesk Yes Sir, freebies, subsidies, cash transfers, and utility allotments are working like Opex with recurring payouts eating up state revenues & these costs are politically difficult to roll back leading to larger fiscal deficits to sustain with little room for Capex.
@tehseenp you are right, but also understand we are in a global commodity supercycle & raw material prices are well above long-term trends due to massive new tech transformation and geopolitical events colliding with years of underinvestment in mining and deep physical supply limits
@GEVernova Your August 7, 2026, earnings concall lacks clarity, it sounded completely sleepy with no strength in the voice, request you to improve inline with the valuation investors are giving.
@PreetiChoudhry Just think, if in 2029 Rahul G & Congress votes to power will he be able to face G7, EU & Giorgia Meloni if still in power and who knows she may rise to more powerful position by then.
@FunTechAcademy Hello Raj, Good to learn with mistakes and writing it openly helps others not to repeat it. You have done a great job and hope you recover your price soon. Good luck!